Nifty 500 Index

The investment universe consists of carefully selected Exchange Traded Funds (ETFs) listed in India. The universe includes broad-market, sectoral, thematic, and factor-based ETFs that offer liquidity, transparency, and cost efficiency. Only ETFs with sufficient trading history, reasonable expense ratios, and adequate liquidity are considered to ensure smooth execution and tracking efficiency.

Each ETF is evaluated based on its underlying index methodology, asset exposure, tracking efficiency, liquidity, and cost structure. Market trends, macroeconomic conditions, and risk factors are analyzed to determine the suitability of ETFs within the portfolio. The research process focuses on selecting ETFs that provide diversified exposure while aligning with long-term market opportunities.

ETFs are screened using quantitative and qualitative parameters such as AUM size, average trading volume, expense ratio, tracking error, and index relevance. ETFs failing to meet minimum liquidity or efficiency thresholds are excluded to maintain portfolio quality and execution efficiency.

Portfolio weights are assigned using a rules-based allocation framework. The weighting approach aims to balance growth potential and risk by avoiding excessive concentration in any single ETF. Allocation decisions are periodically reviewed to reflect changing market dynamics while maintaining diversification.

This smallcase will be rebalanced on an as-needed basis

The strategy allocates capital across multiple ETF categories to achieve diversification and stability. Asset allocation is designed to participate in growth phases while managing downside risk during volatile market conditions. The allocation framework adapts over time based on market structure and risk considerations.

Finpire Smart ETF Asset Allocation

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

A rules-based ETF portfolio focused on diversification, efficiency, and adapting to changing markets

Finpire Smart ETF Asset Allocation

Overview

ETFs & Weights